Digital Transformation
End-to-end implementation for Solo–10 employee service businesses.
We design your process, migrate your data, configure the stack, train the team, and support go-live for 30 days.
Build, Deploy, and Optimize your Digital Foundation for success.
Home & Field Service Businesses We Help
Owner-operator teams ready to go live once—without rework.
Moving off paper, spreadsheets, or a tool that no longer fits.
Need data moved, templates standardized, and staff trained.
Want a managed launch with hands-on support after switch-on.
Home Service Deliverables
Process & role map for lead → job → invoice → review.
Data migration plan + import (customers/contacts, items/pricebook, basic history where feasible).
FSM build (Jobber or Housecall Pro): job types, stages, permissions, forms, estimate & invoice templates, taxes/classes, signatures.
Online booking enabled and embedded (where supported).
Automations (email/SMS) for confirmations, follow-ups, job complete, and review requests.
Communications: OpenPhone routing/IVR and CallRail tracking numbers by channel.
Accounting sync: QuickBooks Online connection with sample job flow-through and reconciliation walk-through.
Analytics & tracking: GA4, UTM pattern, form routing, and a simple operations dashboard (booked jobs, revenue, review velocity).
Team training: office + field (role-based), with recordings and quick-start SOPs.
Cutover & hypercare: go-live plan, day-1 triage, and 30-day post-launch support.
Scope is sized for Foundations complexity. If you need inventory, dispatch optimization, or custom PDFs at scale, we’ll price those as add-ons or move to the Growth tier.
Discovery & plan — confirm workflows, imports, templates, and success criteria.
Build & migrate — configure tools, prepare data, and run safe test imports.
Train & UAT — office and field sessions, recorded; fix issues before launch.
Go-live & hypercare — production cutover, daily checks, backlog burndown.
30-day review — adoption scorecard and next-steps menu (Marketing or Growth modules).
What we need from you:
Current exports (customers/contacts, items/pricebook, services).
Brand assets and document examples (quotes/invoices).
Admin access to FSM, phones, CallRail, website/GA4, QBO.
A small UAT group (1–2 office, 1–3 field).
A calendar window for training and go-live.
$20,000 @ 40/30/30 Milestones
Highlights: Process map • Data migration • FSM build • Online booking • Automations • Phones + CallRail • QBO sync • Analytics dashboard • Training • 30-day hypercare
Note: Services only; software licensing billed by vendors.
Check out our partner discounts & offers at www.rehash.tech/software
Featured Services
We have you covered with all things digital from implementation, marketing, logo/design.
Growth
When you’re ready for inventory, dispatch, or highly customized CRM/FSM solutions.
Local Service
Get found organically with SEO optimized websites tailored for local-service businesses.
Design
Need a professional look from your website logo to a truck wrap? We can help you stand out.
Vetted software for Solo to 10-Employee Businesses
Joe and his team provided insightful, actionable advice for our small business. He took time to understand the problems we were experiencing with both technology and operations, map out our workflows, and understand our business goals.
Joe has been such a great help for our small business. Our new physiotherapy clinic in Markham has been able to evolve with Joe's expertise in all things digital. From building our brand locally to improving our online presence, we have been able to embrace new technologies.
Rehash Digital has been an immeasurable help to my business... What started out with me reaching out for software advice turned into a great relationship with Joe helping to implement a new Field Service Management software and then developing a new website for us.
Let's start with a Free Strategy Call
Quickstart - Foundations
Timeline depends on data quality and scheduling. Typical Foundations projects complete in a focused window with a defined go-live date scoped at the start of the project.
Core lists such as customers/contacts and items/pricebook. We’ll review formats at discovery and confirm what’s feasible based on the target software.
Yes—short role-based sessions with recordings and quick SOPs.
Absolutely. We’ll outline the Growth modules if/when they’re needed. Generally, smaller solutions provide less capabilities so you may want to take a look at Growth software.
We meet for a review and either transition to a light care retainer or hand off to Marketing/Growth work.
This package focuses on systems. If you’re ready to promote, see Website, SEO & Reviews, and PPC/LSA for Foundations.